证券日报网讯 1月12日，捷佳伟创在互动平台回答投资者提问时表示，截至2025年12月31日公司股东户 数为80963户。 （文章来源：证券日报） ...

捷佳伟创（300724.SZ）1月12日在投资者互动平台表示，公司目前在手订单以TOPCon为主，行业的产 线升级改造、海外市场的扩产以及公司加大布局新技术路线，都将为公司订单带来积极影响，公司海外 订单和钙钛矿设备订单保持增长。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：请问公司订单情况如何？市场传闻公司订单下降很厉 害。 ...

Group 1 - The core viewpoint of the news highlights the performance of the photovoltaic ETF Huaxia (515370), which rose by 1.45%, with significant gains in its constituent stocks such as Dongfang Risheng (up over 17%), Maiwei Co. (up over 15%), and Jiejia Weichuang (up over 11%) [1] - The lithium carbonate futures main contract hit the daily limit, increasing by 9% to 156,060 yuan/ton, marking the first time in two years that it has surpassed the 150,000 yuan threshold [1] - Wanguo Securities predicts that the market will enter a "tight balance" in 2026, suggesting that lithium prices are likely to stabilize and rebound [1] Group 2 - The Huaxia photovoltaic ETF (515370) tracks the CSI Photovoltaic Industry Index, which encompasses upstream, midstream, and downstream companies in the photovoltaic industry, including silicon wafers, polysilicon, battery cells, cables, photovoltaic glass, battery modules, inverters, photovoltaic brackets, and power stations, providing a comprehensive reflection of the overall performance of the photovoltaic industry [1] - The index has a photovoltaic content of 83.64%, ranking first in the entire market in terms of index dimension [1]

【光伏概念盘初活跃 东方日升等多股涨超10%】智通财经1月12日电，早盘光伏概念再度活跃，钙钛矿 电池、太空光伏方向领涨，东方日升、迈为股份、捷佳伟创涨超10%，此前杭萧钢构、金晶科技涨停， 国晟科技触及涨停续创历史新高，天合光能、金辰股份等跟涨。消息面上，近期钧达股份、晶科能源、 天合光能等光伏上市公司对太空光伏的关注度显著提升，并且均重点提到钙钛矿技术在太空的应用前 景。 转自：智通财经 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Insights - The commercial aerospace sector is experiencing robust growth driven by policy support, indicating a critical turning point in commercialization. Satellite frequency and orbital resources are scarce strategic assets globally, with developed countries like the US leveraging early investments and SpaceX's advantages to secure significant frequency resources. China has recognized commercial aerospace as a vital strategic area, intensifying policy support to accelerate satellite network deployment [3][8] - Solar photovoltaic (PV) technology is the primary long-term energy source for satellites, with current applications focused on communication satellites. The global solar PV market is projected to reach between 80 billion to 120 billion yuan, assuming the price of gallium arsenide batteries is approximately 200,000 yuan per square meter and an annual launch of 4,000 to 6,000 satellites, each with solar wings of 100 square meters. Elon Musk's plan to deploy 100GW of computing power annually by 2030 could transition space PV from "satellite auxiliary power" to "large-scale energy infrastructure," potentially expanding the market from a hundred billion to a trillion yuan scale [4][8][9] Summary by Sections Section 1: Electric New Energy - The solar PV market is set to expand significantly, driven by the unique energy demands of satellites and large-scale space data centers. The technology is evolving from multi-junction gallium arsenide to P-type HJT and perovskite/silicon tandem cells, which are better suited for the harsh conditions of space. P-type HJT batteries offer advantages such as radiation resistance, lightweight, high efficiency, and cost-effectiveness, making them ideal for space applications [9] - The market for HJT technology is expected to grow as it moves away from competitive pressures in the terrestrial PV market, positioning it as a mainstream technology globally [9][10] Section 2: Investment Recommendations - Key companies recommended for investment include Maiwei Co., Jin Feng Technology (H), and Zhongji Anruike. Companies related to equipment such as Jiejia Weichuang and Aotewei are suggested for attention, along with battery and module companies like Dongfang Risheng, Junda Co., Jinko Solar, Trina Solar, and Mingyang Smart Energy. Other companies in the commercial aerospace supply chain include Jin Feng Technology (A), Jiufeng Energy, Xinle Energy, Guoci Materials, Jing Shan Light Machine, Saiwu Technology, Jinjing Technology, and Taisheng Wind Energy [10]

Core Viewpoint - Jiejia Weichuang is actively addressing a legal dispute with Xuzhou Guangneng, which has led to a freezing of funds amounting to 628 million yuan, but the company asserts that this will not significantly impact its operations [1] Group 1: Financial Impact - The newly frozen funds of 316 million yuan represent 5.67% of the company's latest audited net assets and 7.30% of its cash and trading financial assets [1] - The company maintains that its overall cash flow remains sufficient and that the frozen funds only pertain to its basic account, allowing other funds to circulate normally [1] Group 2: Legal Proceedings - The dispute originated from Xuzhou Guangneng's failure to pay for solar cell production line equipment, with a total claim amounting to 208 million yuan across four lawsuits initiated by Jiejia Weichuang [2] - The Shenzhen Intermediate People's Court ruled that Xuzhou Guangneng and its parent company must pay approximately 125 million yuan in equipment fees and penalties [3] - Xuzhou Guangneng has filed counterclaims, including demands for compensation of 1.06 billion yuan for economic losses and the return of previously paid equipment fees totaling 411 million yuan [4] Group 3: Ongoing Developments - As of July 2025, the management team of Xuzhou Guangneng has confirmed that Jiejia Weichuang holds ordinary claims exceeding 183 million yuan, with specific amounts detailed for each subsidiary involved [5] - The company is committed to using legal means to protect its rights and interests throughout the ongoing litigation process [5]

Core Viewpoint - Jiejia Weichuang (300724) has had a portion of its bank account funds frozen, totaling 628 million yuan, primarily due to a payment dispute with Xuzhou Guangneng [1][3]. Group 1: Financial Impact - The frozen amount of 628 million yuan accounts for 5.67% of the company's latest audited net assets and 7.30% of its cash and trading financial assets as of September 30, 2025 [1]. - The company asserts that the frozen funds only represent a portion of the account, and other funds remain accessible, ensuring normal cash flow and operations are not significantly affected [1]. Group 2: Legal Disputes - The freezing of funds is linked to multiple litigation matters, including disputes with Shanghai Yichu Electric Wire & Cable Co., Ltd. and Shanghai Xuan Zhi Electric Equipment Co., Ltd., both of which have reached settlements [2]. - The primary issue involves a contract dispute with Xuzhou Guangneng, where the court has frozen 316 million yuan of the company's funds, contributing to the total frozen amount of 628 million yuan [2][4]. - The company has initiated legal proceedings against Xuzhou Guangneng and its shareholder, Wuxi Huadong Guangneng Technology Co., Ltd., due to unpaid equipment fees [4][5]. Group 3: Company Performance - For the first three quarters of 2025, the company reported total revenue of 13.106 billion yuan, a year-on-year increase of 6.17%, and a net profit attributable to shareholders of 2.688 billion yuan, up 32.90% [8]. - The company is recognized as a leading national high-tech enterprise in solar cell equipment research, production, and sales, with a focus on expanding into semiconductor and lithium battery equipment sectors [8].

证券代码：300724 证券简称：捷佳伟创 公告编号：2026-001 深圳市捷佳伟创新能源装备股份有限公司 关于公司银行基本账户部分资金被冻结及诉讼事项的 进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 深圳市捷佳伟创新能源装备股份有限公司（以下简称"公司"）于 2025 年 5 月 30 日在巨潮资讯网（http://www.cninfo.com.cn）披露了《关于公司银行基本账 户部分资金被冻结及诉讼事项的公告》（公告编号：2025-043），因与深圳市瑞泰 精密机械有限公司（以下简称"瑞泰机械"）及华东光能科技（徐州）有限公司 （以下简称"徐州光能"）买卖合同纠纷，公司银行基本账户内部分资金被冻结， 被冻结资金 312,432,533.69 元。 近日，公司通过查询银行账户获悉，公司银行基本账户资金新增被冻结的情 形，现将有关情况公告如下： | 被冻结账户名 | 开户银行 | 被冻结银行账户 | 账户性质 | 截至公告日累 计被冻结资金 | | --- | --- | --- | --- | --- | | 称 | | | | （元） | | ...

Core Viewpoint - The stock price of Jiejia Weichuang has experienced fluctuations, with a recent decline of 2.00% and a total market capitalization of 33.899 billion yuan as of January 7. The company has shown mixed performance in its stock price over different time frames, indicating potential volatility in investor sentiment [1][2]. Financial Performance - For the period from January to September 2025, Jiejia Weichuang reported a revenue of 13.106 billion yuan, representing a year-on-year growth of 6.17%. The net profit attributable to shareholders was 2.688 billion yuan, reflecting a significant increase of 32.90% compared to the previous year [2]. - Since its A-share listing, the company has distributed a total of 1.143 billion yuan in dividends, with 903 million yuan distributed over the last three years [3]. Stock Market Activity - As of January 7, the stock price was 97.33 yuan per share, with a trading volume of 1.066 billion yuan and a turnover rate of 3.77%. The net outflow of main funds was 99.712 million yuan, with significant selling pressure observed [1]. - The stock has seen a year-to-date increase of 1.81%, a decline of 3.38% over the last five trading days, a rise of 5.61% over the last 20 days, and a slight decrease of 0.07% over the last 60 days [2]. Shareholder Structure - As of September 30, 2025, the number of shareholders stood at 80,800, a slight decrease of 0.06% from the previous period. The average number of circulating shares per person increased by 0.06% to 3,562 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited held 8.3907 million shares, while E Fund's ChiNext ETF and Southern CSI 500 ETF were also notable shareholders, with the latter being a new entrant [3].

Core Insights - The report by Dongwu Securities highlights the significant role of solar wings in satellite power systems, which account for approximately 20-30% of the total manufacturing cost of satellites, with solar wings representing over 60% of the value [1][2] - The global satellite launch volume is projected to increase dramatically, from 237 satellites in 2016 to over 4,300 by 2025, reflecting a compound annual growth rate (CAGR) of 34% [2] - The demand for solar wings is expected to rise due to the increasing power requirements of satellites, with SpaceX's Starlink V3 satellites showing a more than tenfold increase in solar wing area compared to earlier versions [1][2] Industry Trends - The advancement of reusable rocket technology has significantly reduced launch costs, breaking down economic barriers to space access [2] - The global deployment of low Earth orbit (LEO) satellites is entering a rapid growth phase, with over 100,000 satellites registered globally, driven by countries seeking to secure strategic orbital and frequency resources [3] - The increasing demand for AI computing power is pushing computational resources into space, leveraging the advantages of solar energy and thermal conditions in near-Earth orbit [3] Technological Developments - Gallium arsenide (GaAs) is the dominant technology in the industry, offering high efficiency and radiation resistance, but its high cost (20-40 million per square meter) may limit large-scale satellite constellations [3] - Alternatives such as perovskite solar cells show promise due to their lightweight, high energy-to-weight ratio, and lower costs, potentially becoming a superior solution for space power [3] Investment Opportunities - The report suggests that the development of commercial space and LEO satellites will accelerate the growth of space photovoltaic power, with ground-based efficient perovskite and silicon tandem technologies being critical [4] - Recommended companies include Junda Co., Ltd. (002865) for its collaboration in satellite perovskite, and Mingyang Smart Energy (601615) for its focus on perovskite and GaAs technologies [4] - Other companies to watch include Dongfang Risheng (300118), GCL-Poly Energy (and others in the HJT/perovskite battery sector), as well as core equipment manufacturers like Maiwei Co., Ltd. (300751) and Jiejia Weichuang (300724) [4]